Creating a master template allows you to store a template that can be reused, in whole or part, for a number of contracts.
Instructions
Step 1. Log into your Community CI system.
The welcome page will be displayed.
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Step 2. Click the Master Templates heading.
The Master Templates page is displayed.
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Step 3. Click the Create Master Template button
The Create Master Template page is displayed
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Step 4. Enter the required information
Name:
– Enter the name of the Master Template.
– The name should be descriptive enough to easily select the master template later.
Expiry Date:
– Enter the date the template expires.
– This field is optional and can be left blank.
Stream:
– Select the stream to which this template applies.
Target Group:
– Select the target group to which this template applies.
Step 5. Click Create
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The master template is created as a draft
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Step 6. Click the menu icon
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Step 7. If you wish to reuse a question that has been added previously, click Add Existing Question.
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Choose Question to Add is displayed.
Click the drop down list to view a list of all existing questions.
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Select the required question and Click Create.
Step 8. If you wish to create a new question, click Add New Question
The questions details page is displayed
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Step 9. Enter the required question details.
Refer to the following articles for further information on questions:
- General Questions
- Scale Questions
- Calculated Questions
Step 10. Repeat for all required questions.
Step 11. Once complete, click Publish to make the Master Template Available.
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